Business/Insurance Support Administrator

The Company: Established in 1940, Bartlett is one of the UK’s leading independent insurance brokers and financial advisers.
Recognised for our enduring focus on clients and employees, in the last 3 years alone we have been named as UK Broker of the Year, Commercial Lines Broker of the Year, the UK’s #1 Financial Adviser in the Financial Times Top 100 and Best Employer at the Yorkshire Financial Awards.
Today, the business is proudly managed by the third generation of the Bartlett family. We act for businesses, charities and individuals across the UK – from manufacturing firms to large financial institutions. And when you join Bartlett, you also help support vulnerable young people across the UK and abroad. We do this by giving 8% of our profits to support grassroots organisations. In the last four years alone, we’ve raised over a million pounds to support some incredible causes.
We are currently recruiting for our growing teams who are based in our head office in Horsforth. We’re seeking a driven, detail-oriented team player to provide essential support within our high-performing Broking teams.
Processing policy documentation
Documenting and delivering timely responses, adhering to Bartlett’s client service principles
Providing general administrative support to the team
Populating and analysing data
Assisting with creative projects and market research
Supporting department admin functions (e.g., post, switchboard)
Issuing invoices, resolving accounts queries, and managing aged debt
Previous experience in an insurance or professional services admin role
Strong telephone and client engagement skills
Proficient in Word and Excel
Knowledge of FCA regulations and compliance requirements
Experience with insurance broking software and industry qualifications would be advantageous

Competitive salary (dependent on experience)
~ Enhanced pension contributions (5% employee, 7% employer)
~ Private Healthcare: BUPA
~ 25 days annual leave + bank holidays (option to buy/sell up to 5 additional days) increasing with service
~ Salary sacrifice EV Schemes
~ Access to a cash health plan
~ Annual salary reviews
~ Hybrid working with recently modernised office with onsite gym, showers, wellbeing library and more
~ Frequent social events
~ plus much more: discounts, learning and wellbeing

Bartlett is an equal opportunities employer and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.

At Bartlett, we are dedicated to securing top-tier talent for our team, prioritising an exceptional candidate experience.

We prefer direct engagement with candidates and do not require additional agency support for this role.